Finance

Personal finance, budgeting, financial tools

Showing 673-696 of 1989 skills
wundercorp

merger-model

by wundercorp

Build M&A accretion/dilution workbooks in Excel.

Finance 26 1mo ago
wundercorp

lbo-model

by wundercorp

Build leveraged buyout workbooks with IRR/MOIC in Excel.

Finance 26 1mo ago
tinh2

skill-gap

by tinh2

Audit workforce skill gap identification systems and labor market alignment. Use when you need to evaluate skill taxonomy quality, individual and aggregate gap analysis accuracy, BLS/O*NET/Lightcast labor market data integration, credential-to-skill mapping and ROI, career pathway modeling with equity analysis, employer demand forecasting methodology, job posting skill extraction pipelines, or workforce board data integration. Covers workforce development portals, career services platforms, LMS integrations, and employer-facing talent pipeline tools.

Finance 22 7mo ago
star23

tech-earnings-deepdive

by star23

Tech Stock Earnings Deep Dive Analysis and Multi-Perspective Investment Memo System (v3.0). Covers 16 major analysis modules (A-P), 6 investment philosophy perspectives, institutional-grade evidence standards, anti-bias framework, and actionable decision system. When users mention topics such as tech company earnings analysis, quarterly/annual report interpretation, earnings call, revenue growth analysis, margin changes, guidance, valuation models, DCF, reverse DCF, EV/EBITDA, PEG, Rule of 40, management analysis, competitive landscape, position sizing, whether to buy/sell/add to a tech stock position, how to interpret a company's latest earnings, doing a deep dive, multi-angle valuation, how investment masters view a company, variant view, key forces, kill conditions, ownership structure, executive team, partner ecosystem, macro policy impact, etc., this skill should be used. Even if the user simply asks "help me look at NVDA's latest earnings" or "how did META do this quarter" or "should I keep holding MSFT," this skill should be triggered to provide comprehensive earnings analysis and a multi-perspective investment memo. This skill complements the us-value-investing skill — us-value-investing focuses on long-term value four-dimensional scoring, while this skill focuses on in-depth dissection of the latest earnings, comprehensive judgment across multiple investment philosophies, and actionable position decisions.

Finance 1.1K 6mo ago
peterbamuhigire

inventory-management

by peterbamuhigire

Coordinate infrastructure for inventory, stock movement, BOMs, valuation, and multi-location controls while referencing the existing ERP implementation, inventory docs, and the small-business bookkeeping playbook.

API Dev 29 8mo ago
peterbamuhigire

saas-accounting-system

by peterbamuhigire

"Implement a complete double-entry accounting system inside any SaaS app. Users enter transactions naturally (sales, expenses, inventory) while the system auto-posts journal entries under the hood. Produces both user-friendly reports and technical financial statements (Trial Balance, Balance Sheet, Income Statement, Cash Flow). Enforces 10000% accuracy with balanced entries and seamless void/reversal mechanics. Use when building any financial, ERP, POS, or inventory system that needs proper accounting."

Database 29 8mo ago
zircote

Financial Analysis

by zircote

This skill should be used when the user asks to "analyze financials", "revenue model", "unit economics", "pricing analysis", "cost structure", "profitability analysis", "financial projections", "business model economics", or needs guidance on financial metrics, revenue analysis, or economic viability assessment.

Finance 24 9mo ago
skillcreatorai

invoice-organizer

by skillcreatorai

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

Processing 1.2K 10mo ago
KCNyu

us-stock-analysis

by KCNyu

Workspace-aware US stock analysis for kcn. Routes through clawock analyze-us / clawock us-quotes instead of generic web search, then layers fundamental/technical/news analysis on top. Use when user asks to analyze a US ticker (e.g. "analyze AAPL", "look at RKLB", "compare TSLA vs NVDA"), check earnings, run technicals, or write an investment report on a US name.

Finance 21 1mo ago
KCNyu

Trading

by KCNyu

Trading analysis and education. Technical analysis, chart patterns, risk management, and position sizing for stocks, forex, and crypto.

Finance 21 7mo ago
KCNyu

investment-decision

by KCNyu

Read the clawock request file, write decision.json, let clawock validate. Use when a clawock run request is present in .clawock/work/.

Finance 21 2mo ago
KCNyu

entry-gate

by KCNyu

Pre-investment screening gate for a name that is not yet researched or held. Use before spending a deep-research run or opening new exposure, to answer only "is this understandable and researchable enough to proceed?". Grades information richness separately from investment quality, applies deterministic hard vetoes from config/entry-gate-vetoes.json, and returns pass_to_deep_research / reject / gray_needs_evidence via the packaged clawock entry-gate command. Recommends research; never sizes or places a trade.

CLI Tools 21 2mo ago
KCNyu

serenity-skill

by KCNyu

Turn an investment agent into a supply-chain bottleneck hunter. Use this skill for source-backed investment research, live market/theme scans, AI/semi/technology value-chain mapping, A-share/HK/US stock screening, thesis stress tests, and Serenity-inspired research conversations. Trigger on requests like "用 Serenity 的方式看", "深度调研", "产业链/供应链/卡点/瓶颈", "A股 AI 半导体哪个最值得研究", "find unknown bottlenecks", "rank candidates", or "challenge this thesis". Outputs plain-language reasoning, ranked research priorities, evidence chains, risks, and next verification steps. Research support only; no trade execution.

Agents 21 4mo ago
KCNyu

investment-decision

by KCNyu

Run a clawock investment decision — read the prepared request, research with the host's own tools, write decision.json with evidence and an explicit bull/bear debate, and let Python validate and settle. Use when the user asks for an investment decision or a clawock run request is present.

Finance 21 2mo ago
KCNyu

tavily

by KCNyu

AI-optimized web search via Tavily API. Returns concise, relevant results for AI agents.

Academic 21 3mo ago
acedergren

finops-cost-optimization

by acedergren

Use when optimizing OCI costs, investigating unexpected bills, planning budgets, or identifying waste. Covers hidden cost traps (boot volumes, reserved IPs, egress), Universal Credits gotchas, shape migration savings, free tier maximization, and cost allocation challenges.

CLI Tools 22 8mo ago
edwinhu

lseg-data

by edwinhu

This skill should be used when the user asks to “access LSEG data”, “query Refinitiv”, “get market data from Refinitiv”, “download fundamentals from LSEG”, “access ESG scores”, “convert RIC to ISIN”, “get shareholder activism data”, “query poison pills”, “access corporate governance data”, “find activist campaigns”, “get syndicated loans data”, “query loan deals”, “get infrastructure projects”, “query project finance data”, “get private equity data”, “query VC investments”, “find PE-backed companies”, “get M&A data”, “query mergers and acquisitions”, “find acquisition deals”, “get IPO data”, “query equity offerings”, “find new issues”, “get joint venture data”, “query strategic alliances”, “get news headlines”, “query news data”, “fetch news articles”, or needs the LSEG Data Library Python API.

Code Review 25 7mo ago
mfwarren

decision-frameworks

by mfwarren

Production-ready entrepreneurship skills for Claude Code — marketing, sales, operations, finance, and leadership. 24 skills built by a founder, for founders.

Agents 81 8mo ago
cwinvestments

scan

by cwinvestments

"Use when the user says 'scan project', 'estimate', 'how much to charge', or needs codebase complexity analysis."

Finance 425 6mo ago
FDU-INS

scan-organizer

by FDU-INS

OCR, classify, and organize scanned PDFs into category subfolders using AI vision and language models. Processes medical, financial, insurance, tax, legal, personal, and household documents.

Finance 80 6mo ago
Done-0

value-realization

by Done-0

"Analyze whether end users will discover clear value in product ideas. Use when: discussing product concepts, evaluating features, providing product improvement directions, planning marketing strategies, analyzing adoption or retention problems, assessing whether copy communicates value, mapping features to usage scenarios or use cases, or when the user is uncertain about product direction, positioning, or whether end-user demand exists (e.g., 'is this a good idea?', 'what do you think of this product?', 'will users want this?', 'what is this feature useful for?', 'how should I explain this feature's value?', 'what do you think of this copy?', 'help me write a few usage scenarios', 'why aren't users retaining?', 'how should we position this?')."

File Ops 532 5mo ago
organvm-iv-taxis

gcp-resource-optimizer

by organvm-iv-taxis

Optimize Google Cloud Platform resource allocation and manage cloud credits efficiently. Use when planning GCP deployments, analyzing cloud spend, maximizing value from expiring credits, right-sizing instances, or designing cost-effective architectures. Triggers on GCP cost optimization, credit management, resource allocation planning, or cloud budget concerns.

Automation 17 8mo ago
Memento-Teams

xlsx

by Memento-Teams

"Open, create, read, analyze, edit, or validate Excel/spreadsheet files (.xlsx, .xlsm, .csv, .tsv). Use when the user asks to create, build, modify, analyze, read, validate, or format any Excel spreadsheet, financial model, pivot table, or tabular data file. Covers: creating new xlsx from scratch, reading and analyzing existing files, editing existing xlsx with zero format loss, formula recalculation and validation, and applying professional financial formatting standards. Triggers on 'spreadsheet', 'Excel', '.xlsx', '.csv', 'pivot table', 'financial model', 'formula', or any request to produce tabular data in Excel format."

Processing 1.6K 6mo ago
mfwarren

pitch-deck

by mfwarren

Production-ready entrepreneurship skills for Claude Code — marketing, sales, operations, finance, and leadership. 24 skills built by a founder, for founders.

Code Review 81 8mo ago